FIRST TRUST INDST/PRODUCERS (FXR) Institutional Ownership Changes & 13F Activity
FIRST TRUST INDST/PRODUCERS (FXR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, Rockefeller Capital Management L.P., and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +1,642 | — | 1,642 | $149.62K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,831 | — | 2,831 | $257.95K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -4,025 | -48.2% | 4,325 | $394.09K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Buy | +134 | +1.6% | 8,685 | $791.00K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -61 | -18.0% | 278 | $25.38K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -49,767 | -5.9% | 796,996 | $72.62M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -42,688 | -10.8% | 352,787 | $32.15M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +23,183 | — | 23,183 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +18,659 | +54.5% | 52,869 | $4.82M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17,375 | -29.0% | 42,454 | $3.87M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +13,451 | +243.6% | 18,972 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +11,297 | +2.2% | 533,258 | $48.59M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +9,901 | +45.7% | 31,569 | $2.84M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +8,534 | — | 8,534 | $777.62K | Q2 2026 | Aug 14, 2026 |
| Earned Wealth Advisors, Llc | Sell | -7,930 | -2.9% | 264,853 | $24.13M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,557 | -11.9% | 33,801 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +3,415 | — | 3,415 | $311.18K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -3,146 | -21.5% | 11,502 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +2,501 | +82.8% | 5,521 | $503.07K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -2,377 | -8.1% | 27,137 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +2,222 | +2.3% | 98,910 | $9.01M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +1,330 | +36.6% | 4,968 | $444.93K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +586 | — | 586 | $53.41K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +199 | — | 199 | $18.13K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Sell | -147 | -3.0% | 4,808 | $438.11K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -145 | -3.2% | 4,455 | $405.94K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -72,122 | -7.9% | 836,481 | $76.22M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -29,970 | -90.3% | 3,204 | $292.02K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -10,354 | -4.9% | 200,509 | $18.27M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +3,630 | — | 3,630 | $330.78K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about FXR activity
Which institutional owners are buying FXR?
Institutional owners buying FXR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FXR activity?
"Buy" means an investor increased their reported position in FXR compared to the prior reporting period. This reflects growing exposure to FIRST TRUST INDST/PRODUCERS (FXR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FXR increasing?
Institutional interest in FXR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.